Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$917K Sell
2025
Q2
$1.15M Buy
2025
Q1
$1.36M Sell
2024
Q4
$1.44M Sell
2024
Q3
$1.53M Buy
2024
Q2
$1.32M Buy
2024
Q1
$549K Sell
2023
Q4
$525K Sell
2023
Q3
$475K Buy
2023
Q2
$384K Buy
2023
Q1
$393K Buy
2018
Q3
Sell
2018
Q2
$206K Buy